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Financial Management Assessment Tool (FinMAT)

FinMAT helps managers assess their organizations’ financial management capacity, identify areas for improvement, make specific action plans to address shortcomings, and monitor for improvement The heart of FinMAT is an instrument for collecting and summarizing technical information about an organization’s financial management systems and practices.

A guide provides all the materials and instructions needed to use the tool to collect data, develop a consensus on needed improvements, and integrate recommendations for improvement into an organization’s work plans. The tool is provided in an interactive form in a Microsoft Excel file as well as in print form in the guide. Both the guide and the Excel version of the tool can be downloaded from below at no cost.

FinMAT is designed for organizations that manage their own finances and can be used in NGOs or private-sector institutions, such as hospitals; ministries or other public-sector institutions; central offices or headquarters; and decentralized organizational units at regional, provincial, and district levels.